Telephone 0 (044) 1348 872491 It Works So You Don’t Have To
Fax 0
(044) 1348 872492
Email team@buildingyourbusiness.co.uk
Web www.buildingyourbusiness.co.uk
I am a business owner Yes o No o
No.
of owners
Owner
name 1
Owner
name 2
Owner
name 3
No.
of years in business
Business
name
Address
Phone
Fax
E-mail
HISTORY
1
What is your greatest need as it relates to
your business right now?
o Sales o Cash flow
o Systems o More life
o Organization o Other
2
Why now (as opposed to any other time in the
history of the business) is it important to take a look at how you are doing
business?
o Long hours o Health
o Family o Compensation
o Stress o Other
3
Why or how did you start this business?
o Entrepreneurial Seizure o Job loss
o Family business o Family
o Other
4
What has your experience as a business owner been
like?
o Very satisfying o Frustrating
o Somewhat satisfying o A
nightmare
o Other
4
Looking back to when you started this
business, how close have you come to reaching the vision that you had for the
business?
o Have reached it o Not reached it
o Have come close o Have
given up on reaching it
o Other
MARKETING & SALES
1
Which best describes your business?
o Retail or wholesale o Service
o Manufacturing o Professional
o Other
2
Who are your customers?
o Other businesses o Individuals
o Other
3
What age group do you attract?
o Under 18 o 18-30
o 30-50 o 50 +
o Other
4
Where are your clients located?
o Local o National
o International o Other
5
How do you get the majority of your clients?
o Referral o Direct Mail
o Reputation o Media Advertising
o Telemarketing o Yellow pages
o Other
6
What marketing efforts have you tried?
o Direct Mail o Media
o Telemarketing o Yellow pages
o Other
7
What kind of results are you getting or did you
get?
o Excellent o Good
o Fair o Poor
o Other
8
Do you have a marketing strategy in place for
future growth?
o Yes o No
o Other
9
Do you have a marketing budget?
o Yes o No
o Other
FINANCES
1
My business is:
o Company o Partnership
o Sole proprietorship o Other
2
How profitable are you?
Gross Revenue Net Profit o Don’t know
3
How would you describe your cash flow?
o Excellent o Good
o Fair o Inconsistent
o Poor o Other
4
Are you paying your bills on time?
o Yes o No
o Most of the time o Sometimes
o Other
5
Do you have any long-term debt?
o Yes o No
Other or comments
6
If you answered ‘Yes’ in the previous
question - Are you on a structured repayment schedule?
o Yes o No
o Other
7
What are your terms of payment for your
clients/customers?
o 15 days o 30 days
o 60 days o Other
8
How are your receivables collections?
o Excellent o Good
o Fair o Poor
o Other
9
What type of financial reports do you generate on
a regular basis?
o P & L o Balance Sheet
o Projections o Budget
o None o Other
10
How often?
o Weekly o Monthly
o Quarterly o Annually
o Other
MANAGEMENT
1
How many employees do you have?
o None o 1-10
o 10-50 o 50-100
o Over 100 o Other
2
How many people are in a management position?
o Less than 5 o 5-10
o More than10 o Other
3
Are you getting the results you want from your
people?
o Yes o Most of the time
o Sometimes o Almost never
o Other
4
Do you have documented, published standards for
your people?
o Yes o No
o Some o Other
5
Have you created clear accountabilities for your
people?
o Yes o No
o Some o Other
6
Do you have a recruiting & hiring system in
place?
o Yes o No
o Some o Other
7
Do you have a documented training system?
o Yes o No
o Some o Other
8
Have you created an organization chart defining
the functions of your business?
o Yes o No
o Other
VISION
1
List 3 key issues or challenges facing your
business.
1.
2.
3. ____________________________________________
2
The vision for your business is to:
o Sell it o Replicate it
o Franchise it o Use
it as an income source
o Leave it as a legacy o Stay involved doing the strategic work
o Other
3
Please use space provided to tell us anything
about your business that would help us to recommend a course of action.
3
Finally, how did you first hear about
Building Your Business Limited?
o
Web
site o Referred by ______________________
o Yellow pages o Other ___________________________
Once completed,
please fax to Building Your Business Limited
01348 872492
for your FREE
Business Needs Analysis.